MongoDB (MDB) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

MongoDB (MDB) reported $591.4 million in revenue for the quarter ended July 2025, representing a year-over-year increase of 23.7%. EPS of $1.00 for the same period compares to $0.70 a year ago.The reported revenue represents a surprise of +7.32% over the Zacks Consensus Estimate of $551.05 million. With the consensus EPS estimate being $0.64, the EPS surprise was +56.25%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how MongoDB performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:MongoDB Atlas customers: 58,300 versus 57,251 estimated by three analysts on average.Revenue- Services: $19.05 million versus $17.22 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +33.2% change.Revenue- Subscription: $572.36 million compared to the $537.49 million average estimate based on nine analysts. The reported number represents a change of +23.4% year over year.Revenue- Subscription - MongoDB Atlas-related: $438.97 million versus the three-analyst average estimate of $419.99 million. The reported number represents a year-over-year change of +29.2%.Revenue- Subscription - Other subscription: $133.39 million versus $113.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.View all Key Company Metrics for MongoDB here>>>Shares of MongoDB have returned -11% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MongoDB, Inc. (MDB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks